See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,654 | $50,958-61.4% | $74,550-73.6% | $64,186-69.4% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.1%+0.3pp | 69.6%-0.1pp |
| Annual return | -10.01% | -1.86%-8.2pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,047 | $1,115-6.1% | $1,961-46.6% | $2,381-56.0% |
| Participant deferral / active EE | $3,026 | $2,301+31.5% | $3,108-2.6% | $3,470-12.8% |
| Admin fee / account holder | $2,522 | $4,223-40.3% | $5,060-50.2% | $4,888-48.4% |